Accounting vs. Database Reports
Please watch this video to learn the difference between an accounting and database report when a client requests something, or when you are asked to
July 1, 2024
Courses
Topics
1099 Master Instructions
Quicklinks: What are 1099s? (useful to TLs and Accountants) Who Should Receive a 1099? (useful to TLs and Accountants) How to Prepare 1099 Filings – Overview
March 5, 2024
Communicating With Your Client: Accounting
This is a post detailing how to communicate with your client regarding accounting.
August 10, 2022
Preparing Monthly Financial Statements
This post details how we prepare monthly financial statements the Accordus way.
May 28, 2022
QBO/CRM Reconciliation
Accordus Process: Reconciling QBO & a CRMshare.vidyard.com Complimentary notes: Pulling from QBO Use donation income account – not just Sales Receipts Pulling from CRM Exclude
May 2, 2022
Year-End Statements: All Departments
This is the process for year-end statements for all clients. This training is for all departments and is detailed.
May 2, 2022
Little Green Light (LGL) Overview for Clients
Little Green Light is a platform for Customer Relationship Management (CRM).
May 2, 2022
May 2, 2022
April 29, 2022
Regular Non-Profit Filings
1099s – 1/31 990s – May 15th Year-end statements – by 1/31 Annual state filing – Usually around April Annual state charitable registrations for solicitation
February 1, 2022